Nolan Securities Corp.

Broker-DealerFINRA MemberEst. 1991
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Monterey, Massachusetts
CRD number
27984
Registered since
February 1, 1991

Firm profile

FINTRX

Overview

Nolan Securities Corp. is an individually owned corporate securities entity that has been SEC-registered since 1991. The FINTRX snapshot classifies the firm as unclassified rather than as a traditional registered investment adviser with an active capital-allocation mandate. Reported attributes note that it does not operate as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or a related adviser to another firm. These elements suggest the firm’s publicly reported role is limited in scope compared with dedicated RIAs that manage pooled client assets.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Leonard Schwalb

    Registered Financial ProfessionalCRD 1061625

  • Bruce Kelly

    CRD 1385457

  • Eamon Kelly

    DirectorCRD 3254426

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Monterey, MA

Berkshire

Location

Monterey, MA

Headquartered in Monterey, MA, in the Northeast of the United States.

Region
Northeast
County
Berkshire
Address
535 Main Rd
Time zone
ET (UTC-5)
Office locations

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